ONE FAMILY FINANCIAL, LLC

Effective Date: January 1, 2026

ONE FAMILY FINANCIAL, LLC (“we,” “us,” or “our”) is committed to protecting your privacy. This Website Privacy Policy explains how we collect, use, store, and protect information obtained through our website and digital services.

This policy applies only to information collected online through our website and digital communications. For information regarding how we handle financial account information under federal financial privacy law, please review our separate Financial Privacy Notice.

INFORMATION WE COLLECT ONLINE

When you use our website, we may collect:

Information You Provide Directly

- Name

- Email address

- Phone number

- Mailing address

- Messages submitted through contact forms

- Appointment requests

- Documents uploaded through our secure portal

Information Collected Automatically

- IP address

- Browser type

- Device information

- Pages visited

- Interaction data

- Cookies and similar tracking technologies

If you become a client, additional financial information may be collected through secure systems and governed by our Financial Privacy Notice.

HOW WE USE YOUR INFORMATION

We use the information we collect to:

- Respond to inquiries

- Schedule appointments

- Provide financial services

- Deliver requested documents or downloads

- Operate our client portal

- Send appointment reminders

- Send newsletters or marketing communications

- Improve our website

- Comply with regulatory requirements

- We do not sell your personal information.

CLIENT PORTAL

Our website may provide access to a secure client portal.

Through the portal, clients may:

- View account information

- Upload documents

- Send secure messages

- Request appointments

- Sign documents electronically

-Clients are responsible for maintaining the confidentiality of their login credentials. We are not responsible for unauthorized access resulting from failure to protect login information.

The portal may not be used to submit time-sensitive investment instructions, trade requests, or allocation changes.

ELECTRONIC COMMUNICATIONS & SMS

By providing your phone number or email address, you consent to receive communications from us, including:

- Appointment reminders

- Account notifications

- Marketing emails

- Informational newsletters

- Automated follow-up messages

- Message and data rates may apply.

You may opt out of text messages by replying “STOP.”

You may unsubscribe from marketing emails using the unsubscribe link provided.

Consent to receive marketing communications is not required to obtain financial services.

VIDEO MEETINGS & RECORDINGS

Video meetings may be recorded. When recordings occur:

- Clients will be notified in advance

- Client consent will be required

Recordings are maintained in accordance with regulatory and supervisory requirements.

USE OF AUTOMATED SYSTEMS & AI

We may use automated systems, artificial intelligence tools, and CRM automation to assist in:

- Drafting communications

- Responding to inquiries

- Operating chat features

- Managing internal workflows

Automated systems are used to assist our operations and do not replace personalized financial advice.

Content generated or assisted by automated systems should not be interpreted as individualized investment advice.

COOKIES & TRACKING TECHNOLOGIES

Our website may use cookies and similar technologies to:

- Analyze website traffic

- Improve user experience

- Track engagement

- Support marketing campaigns

You may disable cookies through your browser settings; however, some website features may not function properly.

THIRD-PARTY LINKS & DATA

Our website may contain links to third-party websites or display third-party data feeds, including market or stock information.

Market data displayed on our website is provided by third-party sources. We do not guarantee the accuracy, completeness, or timeliness of such data. Market information is provided for informational purposes only and is not intended for trading decisions.

We are not responsible for the privacy practices of third-party websites.

TESTIMONIALS & REVIEWS

Testimonials or reviews displayed on our website reflect the experiences of individual clients. They are not guarantees of future performance or success. Individual results may vary.

DATA SECURITY

We maintain administrative, technical, and physical safeguards designed to protect personal information collected online. However, no method of transmission over the Internet is 100% secure.

In the event of a data incident, we will respond in accordance with applicable law and supervisory requirements.

CHILDREN’S PRIVACY

Our website is not intended for children under the age of 13. We do not knowingly collect personal information from children through our website.

DATA RETENTION

Information collected online is retained in accordance with regulatory requirements and internal policies. Certain information may be retained indefinitely unless deletion is requested and permitted by law.

CHANGES TO THIS POLICY

We may update this Website Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

CONTACT INFORMATION

If you have questions about this Website Privacy Policy, please contact:

ONE FAMILY FINANCIAL, LLC
1335 Mackey Branch Dr. Suite 103A, Chattanooga, TN 37421
Phone: (423) 710-2009
Contact Page: onefamilyfinancial.com/contact